2023 Form 5500 filing — The Shape Technologies Group 401(K) Plan
Plain-English filing summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240923172931NAL0011766481001) for The Shape Technologies Group 401(K) Plan, reported by Shape Technologies Group, Inc. under EIN 46-3275009 and plan number 002. It reports 1,145 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240923172931NAL0011766481001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Shape Technologies Group, Inc.
- EIN
- 46-3275009
- Plan number
- 002
- Location
- Kent, WA
- Participants
- 1,145
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $88,156,304
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $88,156,304
- Employer contributions
- $1,557,529
- Participant contributions
- $4,366,107
- Total income / additions
- $18,564,938
- Benefits paid
- $11,221,242
- Administrative expenses
- $203,118
- Total expenses
- $11,485,324
- Net increase / (decrease)
- $7,079,614
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Transamerica Retirement Solutions | RECORD KEEPER | $107,151 | $0 |
| Creative Planning, LLC | INVESTMENT ADVISOR | $80,000 | not reported in the loaded dataset |
| Lane Powell | LEGAL | $15,967 | not reported in the loaded dataset |
| National Financial Services | SECURITIES BROKER | $0 | $0 |